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An issue is a medical problem, allergy, medication, surgery, or dental issue. Issues can be associated with multiple encounters. This is especially useful if you want to quickly determine which encounters treated a particular issue.

Add an Issue

  1. Click the Patients tab tab, and then search for the patient for whom you want to prescribe medications. The Patient Summary Chart page opens.
  2. Hover over the Clinical tab at the top of the page, and then click Issues in the list.
  3. Click the Add button  button above the section for which you want to add an issue. For example, if you want to add an allergy, click the Add button  button above the Allergy section. 
    The Add Issue dialog box opens. By default, the issue type is the same as the section from which you clicked the Add  button.
  4. In the Title box box, enter a title or select one from the scroll list. 
    The titles you see in the list correspond to the issue type. Titles can be customized according to your facility's needs.

  5. Select the appropriate beginning and end dates and select an Occurrence from  from the drop-down list.
  6. Click the Diagnosis box box. A search dialog box opens.
  7. Enter a search term in the box and click Search.
  8. From the search results, click to select the correct ICD-9 code. The code automatically enters into the Diagnosis box box. 
    If you want to attach this diagnosis code to every encounter so you do not have to select the diagnosis code again, select the Primary Diagnosis Code check box. When you do this, a fee sheet generates with the same code.

  9. Complete the remaining fields.
  10. Click Save.

Add a New Issue from an Encounter

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  1. Click the  Patients  tab, and then search for the patient for whom you want to prescribe medications. The Patient Summary Chart page opens.
  2. Hover over the Clinical tab at the top of the page, and then click Transactions in the list.
  3. Click  Add in the Patient Transactions dialog box.
  4. Select  Referrals from the Transaction Type  drop-down menu.
  5. Select the referral date, select your name from the  Refer By  drop-down list, and select the physician to whom you are referring the patient.
  6. In the fields that remain, enter information about the referral, such as the risk level of the patient and the reason for the referral.
  7. Click  Save. 
    The referral is added to the list in the Patient Transactions dialog box.
  8. To print a copy of the referral, click  Print  next to the referral you just created.